same thesis, different angles. you're mapping where value goes, market of one, personalized apps.my mapping is where value leaves, horizontal SaaS, commodity vendors. punchline is identical: commodifiable collapses, defensible survives. v1 is free, v47 is the moat.
same thesis, different angles. you're mapping where value goes, market of one, personalized apps.my mapping is where value leaves, horizontal SaaS, commodity vendors. punchline is identical: commodifiable collapses, defensible survives. v1 is free, v47 is the moat.